Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$10.50亿2026Q2 申报市值
2,749持仓数
37.9%前十大占比 · 第一大 10.6%
105 / 103新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPSM 加仓+$286.43万
NKE 加仓+$273.23万
FSK 新建仓+$246.67万
LULU 加仓+$228.91万
SPAB 加仓+$216.70万
2026Q2 卖出最多 按季末市值估算
FLTR 减仓-$2,217.29万
ET 减仓-$1,773.63万
SNDK 减仓-$209.41万
NVDA 减仓-$155.21万
DAUG 清仓-$152.43万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | AGENUS INC | $1.03万 | 0.00% | 3,373 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $1.04万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.04万 | 0.00% | 58 | -2 | -3.3% | -$358 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.04万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $1.05万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $1.05万 | 0.00% | 149 | -71 | -32.3% | -$5,016 | 减仓 |
| PL | PLANET LABS PBC | $1.05万 | 0.00% | 318 | -51 | -13.8% | -$1,690 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.05万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1.05万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TBI | TRUEBLUE INC | $1.06万 | 0.00% | 1,515 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $1.06万 | 0.00% | 377 | -6 | -1.6% | -$168 | 减仓 |
| RCAT | RED CAT HLDGS INC | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $1.07万 | 0.00% | 265 | -437 | -62.3% | -$1.76万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $1.07万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $1.07万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | NORTHFIELD BANCORP INC DEL | $1.07万 | 0.00% | 729 | 0 | 0.0% | — | 不变 |
| SEPN | SEPTERNA INC | $1.08万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $1.09万 | 0.00% | 52 | -71 | -57.7% | -$1.49万 | 减仓 |
| MORN | MORNINGSTAR INC | $1.09万 | 0.00% | 70 | -47 | -40.2% | -$7,333 | 减仓 |
| RZLT | REZOLUTE INC | $1.09万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $1.09万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.10万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1.10万 | 0.00% | 5,400 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $1.10万 | 0.00% | 166 | -1,126 | -87.2% | -$7.47万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1.11万 | 0.00% | 79 | 2 | 2.6% | $280 | 加仓 |
| CAMT | CAMTEK LTD | $1.11万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.11万 | 0.00% | 290 | 35 | 13.7% | $1,341 | 加仓 |
| VNOM | VIPER ENERGY INC | $1.12万 | 0.00% | 263 | 10 | 4.0% | $424 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1.13万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FOR | FORESTAR GROUP INC | $1.13万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS INC | $1.13万 | 0.00% | 1,787 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.13万 | 0.00% | 652 | -43 | -6.2% | -$746 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $1.13万 | 0.00% | 794 | 450 | 130.8% | $6,413 | 加仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1.13万 | 0.00% | 1,929 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $1.13万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $1.14万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $1.14万 | 0.00% | 503 | 73 | 17.0% | $1,653 | 加仓 |
| ILCG | ISHARES TR | $1.15万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $1.15万 | 0.00% | 37 | 15 | 68.2% | $4,649 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $1.15万 | 0.00% | 325 | 325 | — | $1.15万 | 新建仓 |
| RBB | RBB BANCORP | $1.15万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $1.15万 | 0.00% | 322 | -308 | -48.9% | -$1.10万 | 减仓 |
| CNH | CNH INDL N V | $1.16万 | 0.00% | 1,029 | -33 | -3.1% | -$371 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $1.16万 | 0.00% | 2,096 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC | $1.17万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $1.17万 | 0.00% | 295 | -13 | -4.2% | -$514 | 减仓 |
| HAPN | HAPPEN INC | $1.17万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.17万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $1.17万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1.18万 | 0.00% | 42 | 1 | 2.4% | $280 | 加仓 |
| TRI | THOMSON REUTERS CORP | $1.18万 | 0.00% | 144 | -108 | -42.9% | -$8,820 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1.18万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.19万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.19万 | 0.00% | 259 | -126 | -32.7% | -$5,785 | 减仓 |
| BILI | BILIBILI INC | $1.19万 | 0.00% | 700 | -83 | -10.6% | -$1,413 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $1.20万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC | $1.20万 | 0.00% | 230 | 3 | 1.3% | $156 | 加仓 |
| XRN | CHIRON REAL ESTATE INC | $1.20万 | 0.00% | 321 | 36 | 12.6% | $1,351 | 加仓 |
| AMCR | AMCOR PLC | $1.21万 | 0.00% | 279 | -93 | -25.0% | -$4,032 | 减仓 |
| THO | THOR INDS INC | $1.21万 | 0.00% | 161 | -44 | -21.5% | -$3,307 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $1.21万 | 0.00% | 157 | -2,104 | -93.1% | -$16.25万 | 减仓 |
| ONT | ONTERRIS INC | $1.21万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NRC | NRC HEALTH | $1.22万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1.22万 | 0.00% | 225 | -296 | -56.8% | -$1.61万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1.23万 | 0.00% | 233 | -58 | -19.9% | -$3,054 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $1.23万 | 0.00% | 1,235 | 33 | 2.7% | $329 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.23万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $1.24万 | 0.00% | 3,119 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $1.25万 | 0.00% | 261 | -3,847 | -93.6% | -$18.37万 | 减仓 |
| UPRO | PROSHARES TR | $1.25万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $1.25万 | 0.00% | 61 | -23 | -27.4% | -$4,722 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1.26万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $1.26万 | 0.00% | 117 | -131 | -52.8% | -$1.41万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $1.26万 | 0.00% | 1,253 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1.27万 | 0.00% | 252 | 112 | 80.0% | $5,647 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1.28万 | 0.00% | 52 | -528 | -91.0% | -$13.00万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $1.29万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $1.29万 | 0.00% | 605 | 588 | 3,458.8% | $1.25万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $1.29万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $1.29万 | 0.00% | 764 | 611 | 399.3% | $1.03万 | 加仓 |
| AXIAY | AXIA ENERGIA SA | $1.30万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $1.30万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| SFST | SOUTHERN FIRST BANCSHARES | $1.31万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.31万 | 0.00% | 323 | -545 | -62.8% | -$2.21万 | 减仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $1.31万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $1.31万 | 0.00% | 963 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1.31万 | 0.00% | 620 | -4,033 | -86.7% | -$8.55万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $1.31万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $1.32万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.32万 | 0.00% | 139 | -19 | -12.0% | -$1,808 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $1.32万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $1.32万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $1.33万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $1.33万 | 0.00% | 163 | 5 | 3.2% | $408 | 加仓 |
| CTS | CTS CORP | $1.33万 | 0.00% | 204 | 13 | 6.8% | $847 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1.33万 | 0.00% | 586 | -14 | -2.3% | -$319 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $1.34万 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $1.35万 | 0.00% | 305 | 305 | — | $1.35万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.35万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |